Purchases and Sales Made in Q3 2023 in Ishares Esg Advanced Msci Eafe (DMXF)

DMXF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EAFE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
609
+ 2.19%
$34.6K - $38.1K
28.4K $1.87M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
486
+ 7.81%
$27.6K - $30.4K
6.71K $442K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
418
+ 1.42%
$23.7K - $26.1K
29.8K $1.96M
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
407
+ 3.95%
$23.1K - $25.4K
10.7K $706K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
399
+ 3.69%
$22.6K - $24.9K
11.2K $739K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
386
+ 2.81%
$21.9K - $24.1K
14.1K $932K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
384
+ 10.88%
$21.8K - $24K
3.91K $258K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
380
+ 9.82%
$21.6K - $23.8K
4.25K $280K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
361
+ 7.7%
$20.5K - $22.6K
5.05K $333K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
346
+ 5.73%
$19.6K - $21.6K
6.38K $421K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
275
+ 3.63%
$15.6K - $17.2K
7.85K $517K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
271
+ 53.56%
$15.4K - $16.9K
777 $51.2K
Oct 06, 2023 Q3 2023
West Wealth Group, LLC

BUY
 -
269
+ 7.52%
$15.3K - $16.8K
3.85K $253K
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
234
+ 6.36%
$13.3K - $14.6K
3.92K $258K
Oct 26, 2023 Q3 2023
Verity Wealth Advisors

BUY
 -
228
+ 2.25%
$12.9K - $14.3K
10.3K $682K
Oct 24, 2023 Q3 2023
Horst & Graben Wealth Management LLC

BUY
 -
176
+ 0.79%
$9.99K - $11K
22.5K $1.48M
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
153
+ 2.44%
$8.68K - $9.57K
6.42K $423K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
150
+ 3.06%
$8.51K - $9.38K
5.06K $333K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
142
+ 2.39%
$8.06K - $8.88K
6.08K $401K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
140
New
$7.94K - $8.75K
140 $9.23K
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
130
+ 1.28%
$7.38K - $8.13K
10.3K $677K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
125
+ 1.81%
$7.09K - $7.82K
7.02K $463K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
115
+ 1.9%
$6.53K - $7.19K
6.18K $407K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
101
+ 1.54%
$5.73K - $6.31K
6.67K $439K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
94
+ 2.87%
$5.33K - $5.88K
3.37K $222K
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
92
+ 1.57%
$5.22K - $5.75K
5.94K $392K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
85
+ 25.0%
$4.82K - $5.31K
425 $28K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
76
+ 0.97%
$4.31K - $4.75K
7.88K $519K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
50
New
$2.84K - $3.13K
50 $3.3K
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
40
+ 0.81%
$2.27K - $2.5K
4.98K $328K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
37
+ 6.94%
$2.1K - $2.31K
570 $37.6K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
28
New
$1.59K - $1.75K
28 $1.85K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
27
New
$1.53K - $1.69K
27 $1.78K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
24
+ 3.32%
$1.36K - $1.5K
746 $49.2K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
21
+ 9.09%
$1.19K - $1.31K
252 $16.6K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
21
+ 0.6%
$1.19K - $1.31K
3.5K $231K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
19
New
$1.08K - $1.19K
19 $1.25K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
18
+ 1.19%
$1.02K - $1.13K
1.54K $101K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
13
+ 0.97%
$738 - $813
1.35K $89.1K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
13
New
$738 - $813
13 $857
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
10
+ 0.11%
$567 - $625
9.02K $595K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 1.48%
$113 - $125
137 $9.03K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2
- 0.11%
$113 - $125
1.86K $122K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-2
- 1.42%
$113 - $125
139 $9.16K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-4
- 0.82%
$227 - $250
481 $31.7K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-9
- 0.19%
$511 - $563
4.61K $304K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

SELL
 -
-30
- 0.56%
$1.7K - $1.88K
5.3K $349K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-40
- 50.63%
$2.27K - $2.5K
39 $2.57K
Nov 14, 2023 Q3 2023
Richard Bernstein Advisors LLC

SELL
 -
-53
- 0.75%
$3.01K - $3.31K
6.98K $460K

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